HHGA
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Halbert Hargrove Global Advisors’s Citizens Financial Group CFG Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$345 Buy
+5
New +$322 ﹤0.01% 582
2025
Q2 		– Sell
-27
Closed -$1.09K – 373
2025
Q1 		$1.09K Buy
+27
New +$1.21K ﹤0.01% 440

Other funds holding CFG

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Halbert Hargrove Global Advisors's CFG Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Citizens Financial Group (CFG) in Q2 2026: 5 shares worth $345. The stake represents ﹤0.01% of the portfolio and ranks #582 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in CFG as recently as Q1 2025.

Halbert Hargrove Global Advisors first reported a position in CFG in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.09K in Q1 2025. 278 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Halbert Hargrove Global Advisors held 5 shares of Citizens Financial Group worth $345 as of Q2 2026.
  • Citizens Financial Group was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #582 holding.
  • Halbert Hargrove Global Advisors first reported a position in Citizens Financial Group in Q1 2025 and has held it in 2 quarters since.
  • Halbert Hargrove Global Advisors's Citizens Financial Group position peaked at $1.09K in Q1 2025.
  • 278 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.